Lynne Laughna, financial advisor Satellite Beach FL

Lynne Laughna

CRD Number: 2475295
Current Firm: Laughna Financial Planning LLC

Lynne Laughna (CRD# 2475295) is an Investment Advisor Representative working at Laughna Financial Planning LLC in Satellite Beach, FL and has over 26 years of experience in the finance industry. Lynne Laughna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Moisand Fitzgerald Tamayo, LLC Orlando, FL Sep 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1997
Contact Info for Lynne M. Laughna
Registered State(s):
  • FL
Current Firm Details
Laughna Financial Planning LLC
Firm's CRD Number: 307940
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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